Institutional Ownership Novartis Ag (NVS)
This table provides information about the institutional ownership of Novartis Ag (NVS). We have compiled data on the 1,603 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
63,781
shares
|
$8.39 Million
0.07% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
61,146
shares
|
$8.04 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
59,694
shares
|
$7.85 Million
0.26% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
58,465
shares
|
$7.69 Million
0.09% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
57,833
shares
|
$7.61 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
57,815
shares
|
$7.61 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
56,101
shares
|
$7.38 Million
0.02% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
54,543
shares
|
$7.18 Million
0.01% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
52,968
shares
|
$6.97 Million
0.0% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
52,892
shares
|
$6.96 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
52,733
shares
|
$6.94 Million
0.09% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
52,474
shares
|
$6.9 Million
0.04% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
52,305
shares
|
$6.88 Million
0.3% of portfolio
|
Q3 2025
Added 12.1%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
52,133
shares
|
$6.86 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
52,037
shares
|
$6.85 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
51,925
shares
|
$6.83 Million
0.51% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
51,697
shares
|
$6.8 Million
0.41% of portfolio
|
Q3 2025
Reduced 13.98%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
51,422
shares
|
$6.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 48.37%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
51,290
shares
|
$6.75 Million
1.08% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
50,525
shares
|
$6.65 Million
0.02% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
50,500
shares
|
$6.64 Million
2.01% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
50,236
shares
|
$6.61 Million
0.3% of portfolio
|
Q4 2022
Reduced 15.73%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
49,892
shares
|
$6.56 Million
0.13% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
49,796
shares
|
$6.55 Million
2.55% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
49,685
shares
|
$6.54 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.56%
|
|